October 31, 2019

Read FYI: The Inside News from Wealth Management – Q4 Issue

Roth Accounts: Tax-efficient gifts from the IRS

This article will explain some of the differences in these Roth accounts and will then focus on two non-conventional ways that taxpayers are using 401(k) and IRA accounts to super-fund Roth IRAs and Roth 401(k)s. Read more here.

Practical Planning: End of Year Planning

The end of the year brings with it an endless stream of year-end task lists and resolutions for the New Year. In that spirit, the Arnerich Massena wealth planning team has put together a list of things you ought to keep track of to make sure that you tie down all those loose ends before the calendar turns to 2020. Read here for more.

Analytics Update: Meet Our Newest Team Members

Arnerich Massena’s Research Team is expanding. Co-CIO Bryan Shipley, CFA, CAIA, is now taking on the additional mantle of co-CEO, and we have added two new analysts to our team. In this article, we tell you a little more about Bryan’s new role, and we asked our newest team members to share a little bit about themselves to help you get to know them. You can find their professional biographies on our website here, but in this article, we provide a few fun details you won’t find in their bios. Read more here

Philanthropy Focus: Arnerich Massena Holiday Giving Guide 2019

We are pleased to offer this wonderful resource for generous souls seeking a way to give this season. The Arnerich Massena Holiday Giving Guide features charitable organizations to which we have a deep connection and for which we have a profound appreciation. These organizations have collectively made far-reaching impacts into countless lives, and we are honored to share these moving stories of generosity and charity. Access the Giving Guide here, or download the pdf here.

Partnering in Our Community: Scouting Heritage Cruise

Arnerich Massena’s Glen Goland, JD, CFP, and Ryland Moore joined the Boy Scouts of America/Cascade Pacific Council as sponsors for their annual Heritage Cruise. Read more about this annual event here.